PI Portfolio provides an overview of all funds that have been assigned to a faculty member. This includes both funds that are managed at the department level (e.g. BEAR funds, start up funds) and sponsored grants managed by Berkeley Regional Services' staff.
Most frequently needed tabs:
Summary of fund balances can be reviewed on the "portfolio" tab.
Transaction details can be reviewed on the "transactions" tab.
Questions and/or assistance can be directed to the Financial Analyst